College Estate Endowment
Analysis
College Estate Endowment is a registered charity in England and Wales, based in Stratford-Upon-Avon. It was registered in April 1964, 62 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and disability, which this site groups under health and saving lives. It says it makes grants to individuals, makes grants to organisations and provides buildings/facilities/open space.
In the financial year ending December 2025, College Estate Endowment reported income of £1.1m and spending of £1.1m, spending 100% of its income. Across the 5 years on record, from December 2021 to December 2025, income grew from £928k to £1.1m (+14%), an average of +3.3% a year. Over the whole period it spent 99% of the income it received.
Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, College Estate Endowment sits at the 90th percentile: it is larger than about 90% of them. Against every charity in England and Wales with reported income it ranks in the 94th percentile. Charities of a similar size with the same main cause include Trinity Winchester (£1.1m), Friends of Vellore UK (£1.1m) and Tree of Hope (£1.1m).
In its latest detailed accounts, income came from investments 99%. Charitable activities took 62% of spending and raising funds 38%. Grants to other organisations totalled £636k. Reserves of £342k would cover about 4 months of spending at that rate.
Income and spending
Where the income comes from
- Investments 99%
- Other 0.8%
In the charity's own words
As an endowment charity the main priority of the College Estate is pro-active management of its investments to maximise the capital and income return. There is a specific gift of £7000pa to the Vicar of Holy Trinity Church as required under the 2001 Scheme. The balance of net income is transferred to the Corporate Trustee.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| Trinity Winchester | Winchester | £1.1m |
| Friends of Vellore UK | Barnet | £1.1m |
| Tree of Hope | London | £1.1m |
| Bridges Impact Foundation | London | £1.1m |